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Presenter: Curt Weil, CFP®, is a long-time veteran of the profession, past President of FPA Silicon Valley and frequent presenter of Ethics.
Bio: 45+ years as a stockbroker, financial planner, investment advisor; founder of a fee-only firm. Served on national boards of Financial Planning Association and Foundation for Financial Planning; volunteer with CFP Board of Standards; 35 years of teaching financial planning with University of California, Santa Cruz.
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